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Systems, Apps, & Extensions
- Persona - Our platform for manually verifying client IDs plus deterring fraud, minors, and duplicate accounts.
- ZenDesk - Our platform for all client-facing communication via email, phone, and text.
- Stripe - Our subscription management and payment processing platform.
- PandaDoc - Our secure platform for handling client paperwork requests.
- RingCentral - Our platform for:
- Sending faxes to clients or third parties
- Sending texts to clients
- Conducting video/phone sessions
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